July 2019
Fund Research
JPMorgan Mid Cap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies ...

Fund Research
JPMorgan Emerging Markets

JPMorgan Emerging Markets uses deep resources to identify companies with the potential to continue compounding earnings faster than the market...

Fund Research
Aberdeen Japan

The trust will offer a more substantial income this year than in the past...

Fund Research
Lowland Investment Trust

The managers of Lowland run a diversified portfolio of mainly UK companies, paying very little regard to the benchmark...

People
An industry icon

Stalwart of the investment trust sector Gervais Williams explains how a three decade history with trusts has informed his thinking...

Strategy
Push-me pull-you

Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...

Fund Research
Schroder Asian Total Return Investment Company

Schroder Asian Total Return seeks to limit the volatility of Asian stock markets while capturing the best stocks...

Fund Research
JPMorgan Claverhouse

JPMorgan Claverhouse is a high conviction UK equity trust, which has handsomely outperformed its peers and index...

Fund Research
Invesco Asia

Invesco Asia offers a diversified portfolio that has outperformed in a variety of market conditions...

Fund Research
JPMorgan Asian

With a team-based approach, JPMorgan Asian has outperformed in each calendar year since 2015...

June 2019
People
Trusted by families

In a guest addition of our 'view from the top' series, a descendant of the founding family of Mid Wynd investment trust, who sits on the trust's board, explains why the trust still works 70 years o...

Strategy
Measure for measure

In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…

Features
Invesco
Balancing risks of regulation in the UK Utilities sector

Companies backed by assets, with a history of paying dividends to shareholders? Or targets for overregulation? Ciaran Mallon, Fund Manager of Invesco Income Growth Trust plc, considers the case f...

Fund Research
RIT Capital Partners

Aiming to deliver long-term capital growth, while preserving shareholders’ capital...

Strategy
Report card

Six months after the launch of our new ratings system, we check whether our rated trusts are on track to remain 'best in class'...

Features
ICG Enterprise Trust
Going private: Why should investors consider adding private equity to portfolios?

ICG Enterprise Trust busts some key myths surrounding private equity investing...

Fund Research
BlackRock Energy and Resources Income

A conviction-led approach to delivering a high income from the global mining and energy sectors...

Fund Research
BlackRock North American Income Trust

In the current volatile environment, this trust appears a stand out candidate for more cautious investors...

Fund Research
BlackRock Smaller Companies Trust

BlackRock Smaller Companies is a well-run company, with a long-term track record of strong performance...

Fund Research
BlackRock Frontiers Investment Trust

Sam Vecht's flagship emerging markets fund has kept pace with its new, more appropriate, benchmark so far in 2019 after a tricky start last year...

Features
Why Chinese consumers 'trump' fears of a trade war...

We find out why domestic consumption in China and other emerging markets underpins a positive long-term story for investors…

Opinion
Structurally sound

How investment trusts avoid the liquidity perils of the LF Woodford Equity Income Fund...

Fund Research
BlackRock Income and Growth Investment Trust

BlackRock Income & Growth (BRIG) aims to provide investors with a rising dividend, as well as capital growth over the long term...

Strategy
USA! USA. USA?

We discuss three possible scenarios for the US over the next year - and the trusts poised to prosper in each...

Fund Research
BlackRock World Mining Trust

BRWM provides a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximising total returns...

People
Knowledge is power

Schroder Income Growth's Sue Noffke discusses how she tactically employs gearing in her trust, the benefits of a fixed capital base and how she balances the demands of a board...

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.